CWM
FREL icon

Concert Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Concert Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-879
Closed -$21K – 630
2016
Q3 		$21K Buy
+879
New +$22K ﹤0.01% 902

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concert Wealth Management's FREL Position: Q4 2016 in Review

Concert Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2016, closing a stake of 879 shares — an estimated $21K sold.

Concert Wealth Management first reported a position in FREL in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 38 funds tracked by Wall St. Rank hold FREL as of Q4 2016.

  • Concert Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 879 Fidelity MSCI Real Estate Index ETF shares in Q4 2016, an estimated $21K.
  • Concert Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $21K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.